-
Last Updated: 04/15/2026
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when adding an appointment for an account. Field Descriptions Field ...
-
Last Updated: 04/15/2026
in Release Notes Home Release 75
The release notes in this article correspond to release version 75. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
-
Last Updated: 04/15/2026
in Release Notes Home Release 74
The release notes in this article correspond to release version 74. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
-
Last Updated: 04/15/2026
in Release Notes Home Release 73
The release notes in this article correspond to release version 73. Screens and logic may have changed in newer versions.
Helpful Tip: To search for text using CTRL-F, you must first click on the Expand All Sections ...
-
Screen logic has been enhanced to Driver Timeline to prevent a user from closing the Driver Timeline screen if they have accessed another screen from it. Example: the user opened Driver Timeline and then selected Fuel to open the Fuel Receipt...
-
Overview
Section 1
Section 1 text text text dfjflkdsjf;ldasjfldsj
Section 2
Section 2 text text text dfjflkdsjf;ldasjfldsj
Section 3
Section 3 text text text dfjflkdsjf;...
-
Last Updated: 04/15/2026
in Setup Home Accounting Pathway: Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, Ser...
-
Last Updated: 04/15/2026
in Setup Home Account Pathway: Setup > Account > Generator Type Generator Type Setup is used to establish classifications for the different categories of waste producers that a company services. Field Descriptions Field Description ...
-
Last Updated: 04/15/2026
in Setup Home Account Pathway: Setup > Account > Site Class
Site Class Setup categorizes sites within an account and is primarily used in target pricing.
Field Descriptions
Field
Description
Site Class ID Syst...
-
The Site Class and Generator Type have been added as segmentation options in the GL Segmentation Setup screen for the following categories: Unearned Revenue, Revenue, Surcharge, Tax, and Franchise Fees. Pathway: Accounting > GL ...